Skip to main content
All CollectionsSpectora AdvancedActions
Advanced Actions: Choose an Action and Add Details
Advanced Actions: Choose an Action and Add Details

Here are the final steps for completing your company Action messages!

Support Team avatar
Written by Support Team
Updated over a week ago

So you've chosen an event and added rules to your Actions; what's next?

Choosing an Action

  1. First, you'll see the option to name the Action for internal use.

    1. You can name it things like "Scheduling Email for Clients" or "1 Month Followup For Listing Agents", it's a nice tool to help further organize your Actions.
      ​

      Company Actions 2024-01-09 at 2.38.00 PM


      ​

  2. Next, you'll decide what the Action will be: an email, text message, or webhook.
    ​


    ​


Emails

When you choose 'Email' you'll be brought to a page where you can choose specifics of what the email will look like.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Select who the email is going to

    • i.e. clients, client agents, etc.
      ​

  2. Select who the email is from

    • i.e. the inspector assigned to the inspection or the company
      ​

  3. Select who should be copied (CC'd) on the email

    • i.e. You can have the client agent CC'd on emails sent to clients
      ​

  4. Select who should be blind copied (BCC'd) on the email

    • Some companies have their admins or office managers BCC'd on all emails
      ​

  5. Add a subject line

    • This lets the recipient know what the email is regarding
      ​

  6. The body of the email is what you want your email to say

    • i.e. appointment confirmation or reminder of payment
      ​

  7. Once you've filled out your email information, click "Save"


Text Messages

You'll follow the same steps to get to your text message templates.

It's important to note that you can only edit the text message templates if you have a custom phone number. Click here to learn more about how to get a custom number!

If you have a custom number, you can edit the content of your messages as you'd like, and add additional placeholders!

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Select who the text message is going to

    • i.e. clients, client agents, etc.
      ​

  2. Select a Message Template from the dropdown menu

    • This is the body of your text message
      ​

  3. The message templates are prewritten with placeholders included
    ​

  4. If you'd like to be able to customize your text messages, you can purchase a custom phone number
    ​

  5. Once you've selected your text recipient and your message template, click "Save"


Webhooks

A webhook is an action, automated by a trigger, that sends data from one platform to another. You set up a Webhook telling it where to send the message after it’s triggered by an event.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Enter the URL for your webhook
    ​

  2. Select the webhook payload

    • This is the data source that your webhook attempts to pull data from.

    • For example, if you have created your webhook to include things like the property address or property information, you would want to create your webhook action using the Inspection payload source, which will use the inspection details page as its data source.
      ​

  3. Click "Save"

An example of when to use webhooks: Spectora doesn't directly integrate with Google Contacts. When a new client schedules an inspection, it is saved to their Contacts tab in Spectora, but there's no way to send that new information to Google. A workaround would be to set up a webhook action to fire every time an inspection is scheduled by a first-time client. When that event triggers the action, it will pull their contact information, and send it to your third-party webhook (like Zapier), which then sends it to their Google Contacts app.

Note: We post data to webhooks in JSON format

And that's it! You've now created your first action! πŸŽ‰


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

Did this answer your question?